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Invesco S&P MidCap 400 Pure Value ETF
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Overview Fund Activity

74 hedge funds and large institutions have $93.1M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.6M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.14M
3
RPCA
3
Running Point Capital Advisors
California
$594K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$335K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.24M

Top Sellers

1
IMC Chicago
1
IMC Chicago
Illinois
$0
2
FTS
2
Fifth Third Securities
Ohio
$360K
3
LPL Financial
3
LPL Financial
California
$9.71M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
DQRIM
5
Dale Q Rice Investment Management
Washington
$425K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.6M 170,455 +15,805 +10%
LPL Financial
2
LPL Financial
California
$9.71M 80,304 -12,256 -13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.99M 74,346 +312 +0.4%
SWA
4
Stratos Wealth Advisors
Ohio
$8.25M 68,241 +2,389 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.24M 51,629 +2,454 +5%
Bank of America
6
Bank of America
North Carolina
$4.76M 39,356 -713 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$3.87M 32,035 -5,700 -15%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.53M 20,939 -1,626 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.51M 20,728 +469 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.14M 17,720 +14,232 +408%
AAS
11
Avantax Advisory Services
Texas
$1.95M 16,129 -231 -1%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$1.54M 12,736 -114 -0.9%
Wells Fargo
13
Wells Fargo
California
$1.44M 11,949 -498 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.37M 11,310 -3,775 -25%
UBS Group
15
UBS Group
Switzerland
$1.01M 8,366 -409 -5%
MML Investors Services
16
MML Investors Services
Massachusetts
$940K 7,773 -5,296 -41%
Ameriprise
17
Ameriprise
Minnesota
$931K 7,699 -2,835 -27%
ASN
18
Advisory Services Network
Georgia
$821K 6,683 +1,744 +35%
Citadel Advisors
19
Citadel Advisors
Florida
$725K 5,994 -2,158 -26%
HI
20
Harbour Investments
Wisconsin
$638K 5,281 -691 -12%
TPWM
21
Twelve Points Wealth Management
Massachusetts
$627K 5,185 -5,573 -52%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$620K 5,133 – –
RPCA
23
Running Point Capital Advisors
California
$594K 4,911 +4,848 +7,695%
KAS
24
Kestra Advisory Services
Texas
$550K 4,550 -188 -4%
PAG
25
Private Advisor Group
New Jersey
$497K 4,115 -2,624 -39%
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